Contents - Index

Accounts: Account - Name / Address

This screen shows the names, address, and other personal customer information.

The screen is arranged into three tabs: one for the overall address and phone numbers, one for the primary person on the account and one for the secondary person on the account. The names of the primary and secondary person will be shown on their tabs.

For any deal, either the primary or secondary will be the borrower. The borrower and co-borrower for each deal is controlled on the Deal - Overall screen for each deal.

SSN/SIN fields are protected and require security clearance to be displayed on the screen. When displayed, only the last four digits of the SSN/SIN will be displayed. You must click on the field in order to edit the number.